苹果公司近期就移动DRAM供应价格与中国长鑫存储展开谈判，试图通过降价降低采购成本，但遭到了长鑫存储的拒绝[1]。长鑫存储坚持要求苹果的采购价格不低于三星电子和SK海力士的报价[1]。
长鑫存储之所以在谈判中获得强势地位，得益于来自华为、小米等国内主要IT厂商的大规模订单支撑[1]。市场数据显示，长鑫存储已成为全球第四大DRAM制造商，其业务增长迅速，上一季度营收同比增长716%[1]。在全球DRAM市场中，三星电子占比为39%，SK海力士26%，美光25%[1]。
Apple has recently attempted to negotiate lower pricing with Chinese memory manufacturer Changxin Storage for mobile DRAM supplies, but the company has refused to reduce its rates [1]. Changxin Storage has insisted that its procurement prices remain no lower than those offered by competitors Samsung Electronics and SK Hynix [1].
The Chinese chipmaker's bargaining position has been significantly strengthened by substantial orders from major domestic technology companies [1]. Support from long-term contracts with firms such as Huawei and Xiaomi has provided Changxin Storage with the leverage to maintain its pricing strategy [1]. According to market data, Changxin Storage has emerged as the world's fourth-largest DRAM manufacturer, with its DRAM business experiencing rapid growth—the company reported a 716% year-over-year revenue increase in the previous quarter [1]. In the global DRAM market as of 2026 Q2, Samsung Electronics holds a 39% revenue share, followed by SK Hynix at 26% and Micron at 25% [1].
